Institutional Ownership Texas Capital Bancshares Inc (TCBI)
This table provides information about the institutional ownership of Texas Capital Bancshares Inc (TCBI). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
45
shares
|
$3,330
0.0% of portfolio
|
Q4 2022
Reduced 45.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45
shares
|
$3,330
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
43
shares
|
$3,182
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$3,108
0.0% of portfolio
|
Q4 2024
Added 44.83%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
40
shares
|
$2,960
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$2,960
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$2,812
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
35
shares
|
$2,590
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
34
shares
|
$2,516
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
30
shares
|
$2,220
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
27
shares
|
$1,998
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
25
shares
|
$1,850
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$1,480
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18
shares
|
$1,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
15
shares
|
$1,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
15
shares
|
$1,110
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$1,036
0.0% of portfolio
|
Q4 2024
Reduced 65.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$1,036
0.0% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$1,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
12
shares
|
$888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$888
0.0% of portfolio
|
Q4 2024
Reduced 78.18%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12
shares
|
$888
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12
shares
|
$888
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11
shares
|
$814
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
10
shares
|
$740
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|